Purchases and Sales Made in Q2 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 2024. The information is specifically focused on institutions that hold shares of Phillips 66.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-6.29K- 28.61% |
$855K - $1.09M
|
15.7K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.3K- 1.74% |
$856K - $1.09M
|
357K
$43.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.32K- 2.63% |
$858K - $1.09M
|
234K
$28.6M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.33K- 16.41% |
$859K - $1.09M
|
32.2K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6.4K- 8.39% |
$869K - $1.11M
|
69.9K
$8.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.49K- 13.24% |
$882K - $1.12M
|
42.5K
$5.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-6.91K- 4.37% |
$938K - $1.19M
|
151K
$18.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.94K- 2.14% |
$943K - $1.2M
|
317K
$38.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7K- 2.84% |
$951K - $1.21M
|
239K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-7.08K- 60.43% |
$962K - $1.22M
|
4.64K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.3K- 63.33% |
$992K - $1.26M
|
4.23K
$517K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-7.34K- 3.6% |
$996K - $1.27M
|
196K
$24M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.42K- 9.15% |
$1.01M - $1.28M
|
73.7K
$9.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.46K- 16.93% |
$1.01M - $1.29M
|
36.6K
$4.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.47K- 65.6% |
$1.02M - $1.29M
|
3.92K
$479K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.5K- 20.08% |
$1.02M - $1.29M
|
29.8K
$3.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-7.51K- 2.44% |
$1.02M - $1.3M
|
300K
$36.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.52K- 7.2% |
$1.02M - $1.3M
|
96.9K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.69K- 2.33% |
$1.04M - $1.33M
|
323K
$39.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.77K- 0.95% |
$1.05M - $1.34M
|
810K
$99M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-8.29K- 15.39% |
$1.13M - $1.43M
|
45.6K
$5.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8.38K- 48.6% |
$1.14M - $1.45M
|
8.86K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.41K- 6.88% |
$1.14M - $1.45M
|
114K
$13.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-8.42K- 5.05% |
$1.14M - $1.45M
|
158K
$19.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.9K- 6.24% |
$1.21M - $1.54M
|
134K
$16.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.9K- 68.62% |
$1.21M - $1.54M
|
4.07K
$497K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-8.93K- 6.13% |
$1.21M - $1.54M
|
137K
$16.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.94K- 31.56% |
$1.21M - $1.54M
|
19.4K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-9.11K- 14.91% |
$1.24M - $1.57M
|
52K
$6.35M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.12K- 38.0% |
$1.24M - $1.58M
|
14.9K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-9.13K- 19.5% |
$1.24M - $1.58M
|
37.7K
$4.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9.21K- 4.16% |
$1.25M - $1.59M
|
212K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-9.32K- 3.91% |
$1.27M - $1.61M
|
229K
$27.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.89K- 25.9% |
$1.34M - $1.71M
|
28.3K
$3.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.92K- 7.68% |
$1.35M - $1.71M
|
119K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10K- 19.2% |
$1.36M - $1.73M
|
42.1K
$5.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10K- 79.81% |
$1.36M - $1.73M
|
2.53K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-10.3K- 10.7% |
$1.39M - $1.77M
|
85.6K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11.5K- 12.61% |
$1.56M - $1.98M
|
79.4K
$9.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-11.7K- 45.66% |
$1.6M - $2.03M
|
14K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-11.9K- 29.43% |
$1.61M - $2.05M
|
28.4K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-12.1K- 6.16% |
$1.65M - $2.09M
|
184K
$22.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-12.3K- 51.42% |
$1.67M - $2.12M
|
11.6K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-12.4K- 15.9% |
$1.69M - $2.14M
|
65.6K
$8.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12.5K- 15.02% |
$1.69M - $2.15M
|
70.5K
$8.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.7K- 17.35% |
$1.73M - $2.2M
|
60.6K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-14.6K- 26.99% |
$1.98M - $2.52M
|
39.4K
$4.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-14.7K- 22.82% |
$1.99M - $2.54M
|
49.7K
$6.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.2K- 6.48% |
$2.06M - $2.62M
|
219K
$26.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-16K- 14.33% |
$2.17M - $2.75M
|
95.3K
$11.6M
|